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v0.1
CVKMD.IS$45.88-0.78%
Fair $45.88+0.0%

CVKMD.IS

CVK Maden Isletmeleri Sanayi ve Ticaret Anonim Sirketi

Basic Materials / Other Industrial Metals & MiningIstanbul

$45.88

-0.36 (-0.78%)

Fairly Valued+0.0%Fair Value $45.88Fund rank 31/100 · Data gapFallback financials|
SA 57/C
F-Score: 4/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $1.2B · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

57/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 1.6%, below the 5% threshold
Thesis & Journal · CVKMD.ISLocal privado en este navegador · CVK Maden Isletmeleri Sanayi ve Ticaret Anonim Sirketi
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$64.2B

P/E

382.3x

↑

EV/EBITDA

46.3x

↑

ROE

1.6%

↑

Gross Margin

27.9%

↑

Debt/Equity

0.25

↑
52-Week Range$46
$11$49

TradingView lightweight chart

CVKMD.IS price, volumen y niveles de valoración

Último $45.88Periodo +1224.1%
Fair value: $45.88

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+20.0%

FCF CAGR

+158.0%

FCF margin

37.4%

FCF / Net income

8.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.28B · net income $141.4M · FCF $1.22B

2022-FY → 2025-FY

Gross margin

27.9%-26.7% pts

Operating margin

19.6%-20.9% pts

Net margin

4.3%-29.0% pts

FCF margin

37.4%+33.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.28B$3.28B$4.10B$2.57B$1.90B
Net Income$141.4M$141.4M$1.25B$435.8M$630.9M
EBITDA$1.22B$1.22B$1.92B$764.7M$967.0M
EPS0.120.120.890.330.45
Gross Margin27.9%27.9%36.1%44.7%54.6%
Operating Margin19.6%19.6%18.5%29.6%40.5%
Net Margin4.3%4.3%30.4%17.0%33.3%
Balance Sheet
Debt/Equity0.250.250.330.060.10
Current Ratio0.320.32———
Cash Flow
Free Cash Flow$1.22B$1.22B$6.71B$-383.9M$71.3M
Returns
ROE1.6%1.6%14.6%8.5%34.3%
Valuation
P/E382.33382.339.8036.66—
EV/EBITDA46.3346.337.4619.80—
P/B6.246.241.433.13—
Growth & Yield
Revenue Growth-20.1%-20.1%59.8%35.4%—
EPS Growth-86.5%-86.5%169.3%-26.5%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

223.7%

muy exigente

EPS terminal req.

$4.07

Spread vs growth

-310.3%

5Y implied EPS CAGR

110.2%

muy exigente

EPS terminal req.

$4.93

Spread vs growth

-196.8%

10Y implied EPS CAGR

52.1%

muy exigente

EPS terminal req.

$7.93

Spread vs growth

-138.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +280.4%

Total return

+280.4%

Start / end P/E

13.5x → 382.3x

EPS bridge

0.89 → 0.12

Residual

-2360.6%

EPS growth-86.5%
Multiple rerating+2727.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-2360.6%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.